Filed: 5/15/2025ACC: 0001315863-25-000401
π What this filing means
TRYBE CAPITAL MANAGEMENT LP filed this quarterly 13FβHR report disclosing 8 equity positions with a total reported market value of $381.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$381.80M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
COM$283.52M74.3%
CAP STK CL A$37.16M9.7%
SPONSORED ADS$32.45M8.5%
CL A$28.67M7.5%
Portfolio Concentration
Top 3$243.09M63.7%
4β10$138.71M36.3%
Top 3 weight
63.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Sole
Full voting authority
2.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings8
Rows:
NVIDIA CORPORATION
SOLEShares1.58M
TypeSH
Market value$171.31M
44.87%
Sole
1.58M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares240.31K
TypeSH
Market value$37.16M
9.73%
Sole
240.31K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares181.95K
TypeSH
Market value$34.62M
9.07%
Sole
181.95K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares195.46K
TypeSH
Market value$32.45M
8.50%
Sole
195.46K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares196.18K
TypeSH
Market value$28.67M
7.51%
Sole
196.18K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares101.78K
TypeSH
Market value$27.31M
7.15%
Sole
101.78K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares32.37K
TypeSH
Market value$25.77M
6.75%
Sole
32.37K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares65.28K
TypeSH
Market value$24.50M
6.42%
Sole
65.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.58M | SH | $171.31M 44.87% | 1.58M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 240.31K | SH | $37.16M 9.73% | 240.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 181.95K | SH | $34.62M 9.07% | 181.95K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 195.46K | SH | $32.45M 8.50% | 195.46K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 196.18K | SH | $28.67M 7.51% | 196.18K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 101.78K | SH | $27.31M 7.15% | 101.78K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 32.37K | SH | $25.77M 6.75% | 32.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 65.28K | SH | $24.50M 6.42% | 65.28K | 0.00 | 0.00 |